Category

Customer Data Management

Popular Stories

All Customer Data Management News
AI Revolutionizes Sales: Boosting Productivity and Efficiency for SMEs
March 7, 2025
AI Revolutionizes Sales: Boosting Productivity and Efficiency for SMEs

The transformative power of artificial intelligence (AI) in the realm of sales is opening up new avenues for productivity and efficiency, particularly for small businesses looking to maximize their resources. Pipedrive, a sales Customer Relationship Management (CRM) platform specifically designed

Wealthbox and Perennial Financial Services Forge Strategic CRM Partnership
March 6, 2025
Wealthbox and Perennial Financial Services Forge Strategic CRM Partnership

In the ever-evolving world of financial technology, Wealthbox, the highest-rated CRM software for financial advisors, has made a significant move by entering into a new enterprise CRM agreement with Perennial Financial Services. Perennial, recognized as one of the fastest-growing Hybrid

Will New Data Privacy Laws Hamper the Future of AI Marketing?
March 6, 2025
Will New Data Privacy Laws Hamper the Future of AI Marketing?

Emerging data privacy laws are set to transform the landscape of AI marketing. As regulatory scrutiny intensifies, organizations must navigate an increasingly complex legal framework to continue leveraging AI-driven tools effectively. The last few years have seen a barrage of

How Will Tandem Revolutionize CRM for Independent RIAs?
March 6, 2025
How Will Tandem Revolutionize CRM for Independent RIAs?

Advisor360° has launched an innovative CRM solution named Tandem, specifically tailored for independent registered investment advisors (RIAs) looking to enhance their operational efficiency and client interactions. This state-of-the-art platform offers a variety of unique features, including an advanced reporting engine,

Consumer Data Privacy in 2025: Navigating Global and U.S. Regulations
March 5, 2025
Consumer Data Privacy in 2025: Navigating Global and U.S. Regulations

Consumer data privacy has become an increasingly critical issue in 2025, shaping the way businesses operate both in the United States and globally. As new technology continues to evolve and consumer awareness grows, regulations and legislation surrounding data privacy are

Salesforce Launches AgentExchange to Boost AI Productivity and Efficiency
March 5, 2025
Salesforce Launches AgentExchange to Boost AI Productivity and Efficiency

Salesforce, the leading AI Customer Relationship Management (CRM) platform, has unveiled AgentExchange, an innovative marketplace and community built on its Agentforce platform. This new initiative is set to open up new horizons for partners, developers, and Agentblazers in the booming

No more posts to show
AI Revolutionizes Sales: Boosting Productivity and Efficiency for SMEs
March 7, 2025
AI Revolutionizes Sales: Boosting Productivity and Efficiency for SMEs

The transformative power of artificial intelligence (AI) in the realm of sales is opening up new avenues for productivity and efficiency, particularly for small businesses looking to maximize their resources. Pipedrive, a sales Customer Relationship Management (CRM) platform specifically designed

Wealthbox and Perennial Financial Services Forge Strategic CRM Partnership
March 6, 2025
Wealthbox and Perennial Financial Services Forge Strategic CRM Partnership

In the ever-evolving world of financial technology, Wealthbox, the highest-rated CRM software for financial advisors, has made a significant move by entering into a new enterprise CRM agreement with Perennial Financial Services. Perennial, recognized as one of the fastest-growing Hybrid

Will New Data Privacy Laws Hamper the Future of AI Marketing?
March 6, 2025
Will New Data Privacy Laws Hamper the Future of AI Marketing?

Emerging data privacy laws are set to transform the landscape of AI marketing. As regulatory scrutiny intensifies, organizations must navigate an increasingly complex legal framework to continue leveraging AI-driven tools effectively. The last few years have seen a barrage of

How Will Tandem Revolutionize CRM for Independent RIAs?
March 6, 2025
How Will Tandem Revolutionize CRM for Independent RIAs?

Advisor360° has launched an innovative CRM solution named Tandem, specifically tailored for independent registered investment advisors (RIAs) looking to enhance their operational efficiency and client interactions. This state-of-the-art platform offers a variety of unique features, including an advanced reporting engine,

Consumer Data Privacy in 2025: Navigating Global and U.S. Regulations
March 5, 2025
Consumer Data Privacy in 2025: Navigating Global and U.S. Regulations

Consumer data privacy has become an increasingly critical issue in 2025, shaping the way businesses operate both in the United States and globally. As new technology continues to evolve and consumer awareness grows, regulations and legislation surrounding data privacy are

Salesforce Launches AgentExchange to Boost AI Productivity and Efficiency
March 5, 2025
Salesforce Launches AgentExchange to Boost AI Productivity and Efficiency

Salesforce, the leading AI Customer Relationship Management (CRM) platform, has unveiled AgentExchange, an innovative marketplace and community built on its Agentforce platform. This new initiative is set to open up new horizons for partners, developers, and Agentblazers in the booming

Popular Stories

Uncover what’s next for even more to explore

Uncover What’s Next

Customer Data Management

You might also like

Explore more in our additional categories
New Categories to Explore